HOw to change account selection in standard capital gains report?

leishirsute Member ✭✭✭✭
edited January 2019 in Investing (Windows)
There is a Retirement account (call it Home) who's type I changed to Investment account in order to properly show capital gains.  When I run the standard Capital Gains report, the Home account is not selected by default as the other investment accounts are.  I have to customize the report to add the Home account to the report selection.  Is there anyway to make the standard Capital Gains report include the Home account in its reporting by default?

Deluxe R49.33., Windows 10 Pro


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited January 2019
    How about saving the customized report and running that?
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  • leishirsute
    leishirsute Member ✭✭✭✭
    edited January 2019
    Turns out it appears to be a bug.

    I run the standard Investment Asset Allocation, Investment Income,
    Investment Performance ,Investment Transactions, Maturity Dates for
    Bonds, Portfolio Value,  and Portfolio Value and Cost Basis reports
    (i.e. all the other reports under the Investing folder of standard
    reports, the Home account is selected by default.

    Please fix this problem with the standard Capital Gains report.

    I'll resubmit as a problem.

    Deluxe R49.33., Windows 10 Pro

  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited January 2019
    AFAIK, it's impossible to change the Account Type of an existing account. And just changing "Account Intent" doesn't really do the trick.

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  • leishirsute
    leishirsute Member ✭✭✭✭
    edited January 2019
    My problem was resolved in

    Thank you JIm and UKR for your explanations.  It helped solve my issue. This issue should be closed.

    Deluxe R49.33., Windows 10 Pro

This discussion has been closed.